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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $149,446-100.0% | $256,809-100.0% | $94,015-100.0% |
| Participation rate | 0.0% | 85.3%-85.3pp | 88.5%-88.5pp | 70.8%-70.8pp |
| Annual return | 13.97% | 17.55%-3.6pp | 32.73%-18.8pp | 17.84%-3.9pp |
| Employer contribution / active EE | $40,938 | $4,596+790.7% | $7,263+463.7% | $2,790+1367.2% |
| Participant deferral / active EE | $0 | $6,491-100.0% | $9,520-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $24,035-100.0% | $25,146-100.0% | $8,951-100.0% |